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Frost · 5 months ago

Private Account Administrator III

San Antonio, TX - Downtown

Full-time

Onsite

Senior Level

6+ years exp

Frost Bank is a leading financial institution with over 150 years of experience in providing exceptional banking services. They are seeking a Private Account Administrator III to manage a portfolio of complex trust accounts and investment agencies, ensuring effective operations and building strong customer relationships.

Banking

Comp. & Benefits

Responsibilities

Review and administer a portfolio of complex trust accounts in accordance with the governing documents

Manage customer relationships by fully understanding their needs and delivering an excellent experience

Profile clients and establish goals, objectives, and risk parameters

Create, design, and educate on complex estate planning techniques

Ensure compliance with all laws, regulations and internal policies

Lead and mentor other account administrators, providing guidance, support, and feedback to ensure effective team collaboration and achievement of departmental goals

Always take action with Integrity, Caring and Excellence to achieve all-win outcomes

Qualification

Trust administration experienceComplex fiduciary accountsMicrosoft applicationsTrust accounting systemsCTFACFP designationWritten communicationVerbal communicationOrganizational skills